Skip to main content

Nonprofit · EIN 43-6863846

SAINT LOUIS SYMPHONY ENDOWMENT TRUST

Tax-exempt · SAINT LOUIS, MO 63103

Financials

$4.3M$17.7M2022−$26.7M$11.6M2023$12M$12.9M2024
Revenue Expenses · by fiscal year end
Financials of SAINT LOUIS SYMPHONY ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$12,021,206$12,942,464-$921,258$278,724,965$217,894$278,507,071
August 31, 2024990-$26,730,340$11,644,335-$38,374,675$260,700,465$216,923$260,483,542
August 31, 2023990$4,336,824$17,680,361-$13,343,537$237,733,982$598,796$237,135,186
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$6,852,526
Program service revenue
$0
Investment income
$5,168,680
Net gain from sales of assets
$4,498,567
Other revenue
$0

Expenses

Grants and similar amounts paid
$11,936,636
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$11,936,636
Management and general (functional)
$1,005,828

Balance sheet and other

Total assets, start of year
$260,700,465
Total assets, end of year
$278,724,965
Total liabilities, end of year
$217,894
Net assets, end of year
$278,507,071
Publicly traded securities
$239,766,236
Net assets without donor restrictions
$26,896,827
Net assets with donor restrictions
$251,610,244
Gross unrelated business income
$82,823
Gross receipts
$178,792,403
Employees
0
Volunteers
7
Year formed
2001
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN JENNINGSCHAIRMAN; TRUSTEE
Trustee or director, Officer
2$0
BARRY BERACHATRUSTEE
Trustee or director
1$0
WALTER GALVINTRUSTEE
Trustee or director
1$0
DAVID HAGEETRUSTEE
Trustee or director
1$0
ELIZABETH MANNEN BERGESTRUSTEE
Trustee or director
1$0
BELLA SANEVICHTRUSTEE
Trustee or director
1$0
KATE WARNE-RIGGSTRUSTEE
Trustee or director
1$0
990 for the year ended August 31, 2024: 7 people
NameTitleHours / weekCompensation
JOHN JENNINGSCHAIRMAN; TRUSTEE
Trustee or director, Officer
2$0
BARRY BERACHATRUSTEE
Trustee or director
1$0
WALTER GALVINTRUSTEE
Trustee or director
1$0
DAVID HAGEETRUSTEE
Trustee or director
1$0
ELIZABETH MANNEN BERGESTRUSTEE
Trustee or director
1$0
BELLA SANEVICHTRUSTEE
Trustee or director
1$0
KATE WARNE-RIGGSTRUSTEE
Trustee or director
1$0
990 for the year ended August 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHN JENNINGSCHAIRMAN; TRUSTEE
Trustee or director, Officer
2$0
BARRY BERACHATRUSTEE
Trustee or director
1$0
WALTER GALVINTRUSTEE
Trustee or director
1$0
DAVID HAGEETRUSTEE
Trustee or director
1$0
ELIZABETH MANNEN BERGESTRUSTEE
Trustee or director
1$0
BELLA SANEVICHTRUSTEE
Trustee or director
1$0
KATE WARNE-RIGGSTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
718 N GRAND BLVD, SAINT LOUIS, MO 63103-1011
In care of
% JOHN FRASER
Principal officer (990 for 2024)
JOHN JENNINGS, 718 N GRAND BLVD, SAINT LOUIS, MO 63103
Signed the 990
JOHN JENNINGS, CHAIRMAN
Phone
(314) 533-2500
Return prepared by
RUBINBROWN LLP

Mission

MANAGE AND ADMINISTER THE ENDOWMENT INVESTMENT ASSETS OF THE ST LOUIS SYMPHONY ORCHESTRA AND TO PROVIDE IT WITH PERIODIC DISTRIBUTIONS TO SUPPORT ITS OPERATIONS.

990 for the year ended August 31, 2025

Program accomplishments

  • MANAGE AND ADMINISTER THE ENDOWMENT INVESTMENT ASSETS OF THE ST LOUIS SYMPHONY ORCHESTRA AND TO PROVIDE IT WITH PERIODIC DISTRIBUTIONS TO SUPPORT ITS OPERATIONS.
    Expenses $11,936,636 · grants $11,936,636

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
43-6863846
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2001
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$278,724,965
Income (IRS master file)
$178,792,403

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$12,021,206$12,942,464$278,724,965XML
990-TAugust 2025–––IRS
990August 2024-$26,730,340$11,644,335$260,700,465XML
990-TAugust 2024–––IRS
990August 2023$4,336,824$17,680,361$237,733,982XML
990-TAugust 2023–––IRS
990August 2022$8,894,555$10,940,581$239,611,926IRS
990-TAugust 2022–––IRS
990August 2021–––IRS
990-TAugust 2021–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6863846).

Questions about SAINT LOUIS SYMPHONY ENDOWMENT TRUST

What is the EIN of SAINT LOUIS SYMPHONY ENDOWMENT TRUST?
The employer identification number (EIN) of SAINT LOUIS SYMPHONY ENDOWMENT TRUST is 43-6863846.
Is SAINT LOUIS SYMPHONY ENDOWMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to SAINT LOUIS SYMPHONY ENDOWMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SAINT LOUIS SYMPHONY ENDOWMENT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SAINT LOUIS SYMPHONY ENDOWMENT TRUST due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAINT LOUIS SYMPHONY ENDOWMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of SAINT LOUIS SYMPHONY ENDOWMENT TRUST?
The 990 for the year ended August 31, 2025 names JOHN JENNINGS.
Who are the officers and directors of SAINT LOUIS SYMPHONY ENDOWMENT TRUST?
The 990 for the year ended August 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does SAINT LOUIS SYMPHONY ENDOWMENT TRUST have?
On its 990 for the year ended August 31, 2025 it reported revenue of $12,021,206, expenses of $12,942,464 and total assets of $278,724,965 at year end.

Other nonprofits in SAINT LOUIS

All nonprofits in SAINT LOUIS · Missouri · Arts, culture and humanities